TransAtlantic Tax & Estate Planning

US/UK Tax & Estate Planning in the spotlight 

19th September 2023 | The Royal Horseguards Hotel, London

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Agenda

Registration
9.00am

Chair's Opening Remarks
9.30am

Iain Younger , Partner
EY Frank Hirth

Addressing Will and Estate Planning Difficulties and Strategies
9.40am

  • Death – investment considerations – what assets do you want to hold and not hold 
  • succession planning  
  • different planning strategies 

Brad Westerfield, Partner
Butler Snow

Siena Gold, Partner
Harbottle & Lewis

Marilyn McKeever, Partner
BDB Pitmans

Rafaella Peviani, Associate
Mishcon De Reya

Katrina Williams, Client Services Director
Accuro

An Update on Tax and the Compliance Required
10.20am

  • Upcoming changes in 2026 
  • Compliance obligations if they remain US persons 
  • The double tax treaty deal 
  • Commercialising and institutionalising tax structures 

Emma Gillies , Partner
Forsters

Chris McLemore , Partner
McLemore Konschnik

Matthew Sperry, Partner
Katten

Networking and Refreshment Break
11.00am

Debate: Is the UK still attractive for Americans?
11.20am

  • Immigration
  • Changing Tax laws

Freddie Bjørn, Partner
Payne Hicks Beach

Jane Keir, Partner
Kingsley Napley

Dominic Lawrance, Partner
Charles Russell Speechlys

Jessica Yu, Partner
Stephenson Harwood

How and why we need to encourage clients to have the difficult discussions?
12.20am

  • Retaining wealth  
  • Managing assets 

Sarah Courtney Dockett, Managing Director, Citi Private Bank, Head of Women in Wealth, EMEA
Citi Private Bank

Alexis Hille, Counsel
Farrer & Co

Liz Palmer, Partner
Howard Kennedy

Lunch and Networking
12.50pm

Understanding the Difference when Trust Planning between UK vs US
1.50pm

  • Different states – US trust laws between the states and probate regimes 
  • Grantor trust US perspective and UK perspective 

Jaime McLemore, Partner
Withers Worldwide

John Bull, Partner, Head of US/UK Private Client
Blick Rothenberg

Stanley Barg, Partner
Kozusko Harris Duncan

Kristin Schaefer, Head of Relationship Management
London & Capital

Marriage and Divorce with a US Person
2.50pm

  • Family governance 
  • Dual marriages 
  • Family law – cross jurisdiction

Sam Longworth, Partner
Stewarts

David Foster , Director, Private Client Services
EY Frank Hirth

Networking and Refreshment Break
3.30pm

Achieving Tax Efficient Philanthropy and Charitable Giving
3.50pm

  • Charitable giving – structures 
  • Income tax and inheritance tax 
  • Dual citizens and how it can be achieved

Joe Crome, Head of CAF American Donor Fund
CAF

Suzanne Reisman, Principal
Law Offices of Suzanne M. Reisman

Katya Vagner, Senior Associate
Fladgate

Jennifer Emms, Partner
Maurice Turnor Gardner

What to Consider About your Pensions and Investment
4.35pm

  • Implications on investment strategy 
  • Problems posed and what to consider 
  • US vs UK investments 
  • Penal treatment of assets

Swaati Osborne, Head of Wealth Planning
LGT Wealth Management US Ltd

Kevin Brown, Partner
Anchin

Chair's Summation & Close of Conference
5.20pm

Iain Younger , Partner
EY Frank Hirth

9.00am
Registration
9.30am
Chair's Opening Remarks
Iain Younger - Partner - EY Frank Hirth
9.40am
Addressing Will and Estate Planning Difficulties and Strategies
  • Death – investment considerations – what assets do you want to hold and not hold 
  • succession planning  
  • different planning strategies 
Brad Westerfield - Partner - Butler Snow
Siena Gold - Partner - Harbottle & Lewis
Marilyn McKeever - Partner - BDB Pitmans
Rafaella Peviani - Associate - Mishcon De Reya
Katrina Williams - Client Services Director - Accuro
10.20am
An Update on Tax and the Compliance Required
  • Upcoming changes in 2026 
  • Compliance obligations if they remain US persons 
  • The double tax treaty deal 
  • Commercialising and institutionalising tax structures 
Emma Gillies - Partner - Forsters
Chris McLemore - Partner - McLemore Konschnik
Matthew Sperry - Partner - Katten
11.00am
Networking and Refreshment Break
11.20am
Debate: Is the UK still attractive for Americans?
  • Immigration
  • Changing Tax laws
Freddie Bjørn - Partner - Payne Hicks Beach
Jane Keir - Partner - Kingsley Napley
Dominic Lawrance - Partner - Charles Russell Speechlys
Jessica Yu - Partner - Stephenson Harwood
12.20am
How and why we need to encourage clients to have the difficult discussions?
  • Retaining wealth  
  • Managing assets 
Sarah Courtney Dockett - Managing Director, Citi Private Bank, Head of Women in Wealth, EMEA - Citi Private Bank
Alexis Hille - Counsel - Farrer & Co
Liz Palmer - Partner - Howard Kennedy
12.50pm
Lunch and Networking
1.50pm
Understanding the Difference when Trust Planning between UK vs US
  • Different states – US trust laws between the states and probate regimes 
  • Grantor trust US perspective and UK perspective 
Jaime McLemore - Partner - Withers Worldwide
John Bull - Partner, Head of US/UK Private Client - Blick Rothenberg
Stanley Barg - Partner - Kozusko Harris Duncan
Kristin Schaefer - Head of Relationship Management - London & Capital
2.50pm
Marriage and Divorce with a US Person
  • Family governance 
  • Dual marriages 
  • Family law – cross jurisdiction
Sam Longworth - Partner - Stewarts
David Foster - Director, Private Client Services - EY Frank Hirth
3.30pm
Networking and Refreshment Break
3.50pm
Achieving Tax Efficient Philanthropy and Charitable Giving
  • Charitable giving – structures 
  • Income tax and inheritance tax 
  • Dual citizens and how it can be achieved
Joe Crome - Head of CAF American Donor Fund - CAF
Suzanne Reisman - Principal - Law Offices of Suzanne M. Reisman
Katya Vagner - Senior Associate - Fladgate
Jennifer Emms - Partner - Maurice Turnor Gardner
4.35pm
What to Consider About your Pensions and Investment
  • Implications on investment strategy 
  • Problems posed and what to consider 
  • US vs UK investments 
  • Penal treatment of assets
Swaati Osborne - Head of Wealth Planning - LGT Wealth Management US Ltd
Kevin Brown - Partner - Anchin
5.20pm
Chair's Summation & Close of Conference
Iain Younger - Partner - EY Frank Hirth

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